Author: Codex

  • How do staff complete assigned event planning cards?

    How do staff complete assigned event planning cards?

    How do staff complete assigned event planning cards?

    Short answer

    Assigned staff open an event from their portal, review the Planning tab, and complete the cards they are allowed to edit using the same blur-save workflow as the admin experience.

    Learn moreHow do hosts and guests use the planning portal?How do I assign staff to an event?

    Opening the event

    • Staff should use their assigned events list to open the correct event.
    • Event cards should show the event title, date, time, and location in a simple card layout.
    Learn moreHow do hosts and guests use the planning portal?How do I assign staff to an event?

    Editing cards

    • Staff can edit cards and fields that their role is allowed to edit.
    • Notes should live at the bottom of the card when notes are enabled.
    • Song search and manual song entry should live inside the card when songs are enabled.
    Learn moreHow do hosts and guests use the planning portal?

    Mobile behavior

    • On smaller screens, tapping a card should open a focused card view with a clear back control.
    • The page should not scroll behind the card view while the card is open.

    Related articles

    How do hosts and guests use the planning portal?Learn moreHow do I assign staff to an event?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do I remove test photos before an event?

    How do I remove test photos before an event?

    How do I remove test photos before an event?

    Short answer

    Use the event's photo gallery controls to remove test photos from the live display or delete them before guests begin using the photobooth.

    Learn moreWhere do photobooth photos live after an event?How do I create and launch a photobooth?

    Before the event

    • Take test photos to confirm capture, upload, QR access, and live display rotation are working.
    • Remove test photos from display or delete them before the event begins.
    Learn moreHow do I create and launch a photobooth?Where do photobooth photos live after an event?

    During the event

    • Use remove from display for a photo that should not appear on the live screen but may still need to remain in the event gallery.
    • Use delete when a photo should be removed entirely.
    Learn moreWhere do photobooth photos live after an event?How do I create and launch a photobooth?

    After the event

    • Used photobooths can move to the archived tab while event photos remain accessible from the event for workspace admins, assigned staff, hosts, and guests where allowed.
    Learn moreHow do I create and launch a photobooth?Where do photobooth photos live after an event?

    Related articles

    Where do photobooth photos live after an event?Learn moreHow do I create and launch a photobooth?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do photobooth borders and background rotation work?

    How do photobooth borders and background rotation work?

    How do photobooth borders and background rotation work?

    Short answer

    Photobooth display settings can frame photos with a border and rotate the background image between submitted photos for a polished live display.

    Learn moreHow do I adjust photobooth QR code size and placement?How do I create and launch a photobooth?

    Borders

    • Use border settings when photos need to be pushed inward so the full picture remains visible.
    • Border color, texture, and uploaded custom borders should frame the photo with the photo edge meeting the inside edge of the border.

    Rotation

    • The live display should rotate in a consistent pattern, such as photo, background, next photo, background.
    • Newly submitted photos should enter the rotation quickly and appear next without requiring a browser refresh.
    Learn moreHow do I adjust photobooth QR code size and placement?How do I create and launch a photobooth?

    Display fit

    • Use fullscreen mode and a properly sized background image for the screen orientation.
    • A vertical display should preserve the intended 9:16 composition when possible.
    Learn moreHow do I adjust photobooth QR code size and placement?

    Related articles

    How do I adjust photobooth QR code size and placement?Learn moreHow do I create and launch a photobooth?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do I adjust photobooth QR code size and placement?

    How do I adjust photobooth QR code size and placement?

    How do I adjust photobooth QR code size and placement?

    Short answer

    Use the photobooth display settings to choose QR code size, placement, and display text so guests can scan easily without covering the main display image.

    Learn moreHow do I create and launch a photobooth?Where do photobooth photos live after an event?

    Size choices

    • Use small when the background image needs maximum visibility.
    • Use medium for most screens.
    • Use large when guests will stand farther away from the display or the room is bright.

    Placement

    • Left and right placement should keep the QR code close enough to the screen edge to preserve the image while leaving safe space for TV bezels.
    • Keep the text centered to the QR code and avoid backgrounds that overpower the display image.
    Learn moreHow do I create and launch a photobooth?

    Testing

    • Test the display in fullscreen mode before the event.
    • Scan from a realistic guest distance to make sure the QR code is easy to notice and use.
    Learn moreHow do I create and launch a photobooth?

    Related articles

    How do I create and launch a photobooth?Learn moreWhere do photobooth photos live after an event?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do guest song hearts and top requests work?

    How do guest song hearts and top requests work?

    How do guest song hearts and top requests work?

    Short answer

    Guests can heart existing song requests so staff can see which songs are most requested without creating duplicate entries for the same song.

    Learn moreWhere do I view the song list?How do clients and guests request songs?

    Song hearts

    • A heart counts as another person's request for a song already submitted by someone else.
    • Guests should be able to remove their own heart without removing the original song request.
    Learn moreHow do clients and guests request songs?

    Top requests

    • The guest requests area should show the top requested songs first.
    • The full list should remain available below the top requests with sorting options for most requested, artist A-Z, and song A-Z.
    Learn moreHow do clients and guests request songs?Where do I view the song list?

    Moderation

    • Staff and workspace admins can use the full request list to decide what fits the event.
    • Requested songs are not automatically guaranteed to be played.
    Learn moreHow do clients and guests request songs?Where do I view the song list?

    Related articles

    Where do I view the song list?Learn moreHow do clients and guests request songs?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • What should I do if Spotify search is slow or unavailable?

    What should I do if Spotify search is slow or unavailable?

    What should I do if Spotify search is slow or unavailable?

    Short answer

    If Spotify search is slow or unavailable, use manual song entry for the event and have the workspace admin reconnect Spotify when they can.

    Learn moreHow do I connect Spotify to ORCHESTRIS?How do suggested Spotify playlists work on timeline cards?

    During an event or planning session

    • Use manual song entry so planning can continue even if Spotify search is unavailable.
    • Add artist, song title, and a link when possible so staff can find the correct version later.
    Learn moreHow do suggested Spotify playlists work on timeline cards?How do I connect Spotify to ORCHESTRIS?

    Workspace admin checks

    • Reconnect Spotify from the workspace admin account area if the connection needs reauthorization.
    • Verify the workspace admin is the account connected to Spotify because guests and hosts do not connect their own Spotify accounts for ORCHESTRIS search.
    Learn moreHow do I connect Spotify to ORCHESTRIS?How do suggested Spotify playlists work on timeline cards?

    Third-party reliability

    • Spotify availability and account-specific authorization can change outside ORCHESTRIS.
    • Use Spotify's official documentation for account or developer-platform status details.

    Official third-party resources

    ORCHESTRIS links to official third-party documentation for setup details so vendor-specific guidance stays current.

    Related articles

    How do I connect Spotify to ORCHESTRIS?Learn moreHow do suggested Spotify playlists work on timeline cards?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do suggested Spotify playlists work on timeline cards?

    How do suggested Spotify playlists work on timeline cards?

    How do suggested Spotify playlists work on timeline cards?

    Short answer

    Suggested playlists are selected by the workspace admin for song-enabled template cards so hosts, guests, or staff can browse approved ideas for that specific planning moment.

    Learn moreHow do I connect Spotify to ORCHESTRIS?How do clients and guests request songs?

    Template cards

    • Workspace admins choose suggested playlists when creating or editing a song-enabled template card.
    • Those selected playlists travel with the card when the template is used for an event.
    Learn moreHow do I connect Spotify to ORCHESTRIS?How do clients and guests request songs?

    Event cards

    • A card created manually inside an event can still use Spotify search and manual song entry.
    • Manual event cards do not need to show every workspace playlist unless a playlist has been intentionally assigned to that card.
    Learn moreHow do clients and guests request songs?How do I connect Spotify to ORCHESTRIS?

    User experience

    • Suggested playlists should help users get ideas without forcing them to choose only from those playlists.
    • Users can still search Spotify or add manual songs when the song is not available through Spotify.
    Learn moreHow do clients and guests request songs?How do I connect Spotify to ORCHESTRIS?

    Related articles

    How do I connect Spotify to ORCHESTRIS?Learn moreHow do clients and guests request songs?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How can an automation create a workspace and send a magic link?

    How can an automation create a workspace and send a magic link?

    How can an automation create a workspace and send a magic link?

    Short answer

    Owner CRM automations can be designed so an approved prospect creates a workspace account, then sends the admin a magic login link using mapped CRM fields.

    Learn moreHow do CRM automations work?How do I reset or change account access?

    Typical trigger

    • Use a status or group change such as Approved as the trigger.
    • Map the workspace name from the CRM column that holds the company or account name.
    • Map the admin email from the CRM column that should receive the login link.
    Learn moreHow do CRM automations work?How do I reset or change account access?

    Typical actions

    • Create the workspace account.
    • Create or assign the workspace admin user.
    • Send an email template that contains the generated workspace magic link.
    Learn moreHow do I reset or change account access?How do CRM automations work?

    Safety checks

    • Use stable column keys behind the scenes so renaming a column does not break the automation.
    • Keep email templates editable so the owner team can adjust onboarding language without changing code.
    Learn moreHow do CRM automations work?

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    How do CRM automations work?Learn moreHow do I reset or change account access?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.

  • How do embedded CRM forms feed leads into boards?

    How do embedded CRM forms feed leads into boards?

    How do embedded CRM forms feed leads into boards?

    Short answer

    A CRM form belongs to the board where it is created. Each question maps to an existing column so form submissions create or update board rows automatically.

    Learn moreHow do I create a CRM form?How do CRM boards, groups, and columns work?

    Form builder

    • Create forms from the Forms area of the connected board.
    • Add questions manually, mark required questions when needed, and map each answer to an existing board column.
    • Reorder questions by dragging so the public form matches the desired intake flow.
    Learn moreHow do I create a CRM form?How do CRM boards, groups, and columns work?

    Embed options

    • Use inline embed for a form that sits directly on a website page.
    • Use a form button when the website should open the form in a lightbox.
    • Use full calendar or booking-style embeds later when a form is tied to meetings.

    Real-time updates

    • Submitted leads should appear in the CRM without requiring a full page refresh when the board is open.
    • If the form button label changes, the public button should update along with the saved form settings.
    Learn moreHow do CRM boards, groups, and columns work?How do I create a CRM form?

    Related articles

    How do I create a CRM form?Learn moreHow do CRM boards, groups, and columns work?Learn more

    Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.